Topic: CRM Software

Make Informed Decisions with Dynamics 365 Customer Engagement

Learn More About Make Informed Decisions with Dynamics 365 Customer Engagement

In modern business’s fast-paced and competitive landscape, nothing is more challenging—nor more critical—than your ability to make informed decisions. Good decision-making demands a deep understanding of customer interactions and preferences backed by reliable data. Microsoft Dynamics 365 Customer Engagement (CE) is a versatile suite of applications that streamlines sales and marketing interactions with your customers…
Columbia Machine Replaces Outdated CRM with Microsoft Dynamics Customer Engagement

Learn More About Revolutionizing Client Engagement: Columbia Machine’s Journey from Outdated CRM to Cutting-Edge Solutions

Background Founded in 1937 in Vancouver, Washington, Columbia Machine, Inc., is a worldwide leader in the design, manufacturing, and support of equipment for a variety of industries. Primary business units include Batching and Mixing Solutions, Concrete Products Equipment Solutions, Production Equipment Molds, Mechanical Palletizing Machines and Robotic Palletizing Solutions. Columbia Machine is one of the…
Create Seamless Experiences with Dynamics 365 Customer Engagement

Learn More About Create Seamless Experiences with Dynamics 365 Customer Engagement

Microsoft Dynamics 365 Customer Engagement (CE), often referred to simply as Dynamics 365 CE, is a suite of business applications designed to help customer-facing teams in any type of organization improve how they engage with customers. It is part of the broader Microsoft Dynamics 365 platform, which includes applications for various business operations, including field…
Dynamics 365 Marketing and Dynamics 365 customer Insights Merge

Learn More About Dynamics 365 Marketing and Dynamics 365 Customer Insights Merge to Become Single Solution

Microsoft is once again paving the way in business technology by innovating customer experience solutions. Starting September 1, Dynamics 365 Marketing and Dynamics 365 Customer Insights is being combined into a single cohesive offering. Let’s dive into what this transformation means for today’s businesses. Moving forward, the Customer Insights platform will provide capabilities for both…
CRM to the Cloud Case Study

Learn More About Havtech Moves CRM to the Cloud and Integrates with ERP and Data Lake for Better Customer Experience

Background Established in 1983 and established in Columbia, Maryland, Havtech represents the most innovative HVAC equipment and building automation system for manufacturers serving both the commercial and industrial markets. This depth combined with expertise in energy efficient HVAC system design and green building methods allows them to offer cost-effective solutions that provide a low environmental…
Intuit Field Service Management vs. Dynamics 365 Field Service

Learn More About Intuit Field Service Management vs. Dynamics 365 Field Service

Let’s be clear, Intuit Field Service Management (IFSM) and Dynamics 365 Field Service aren’t even competing in the same arena. Both FSM platforms know their audience and play to their respective crowds.  So, why bother doing a product comparison in the first place? Honestly, a lot of it comes down to a small, but crucial…
Microsoft Teams and Dynamics 365 Field Service Integration

Learn More About New Microsoft Teams and Dynamics 365 Field Service Integration

Field service organizations understand the importance of teamwork. Cooperation and collaboration between and among frontline managers and technicians is essential. In today’s competitive environment, the ability to connect service teams instantly, share vital information, and make data-driven decisions can be the difference between success and missed opportunities. If you’re a frontline field service manager, the…
Zoho FSM vs. Dynamics 365 Field Service

Learn More About Zoho FSM vs. Dynamics 365 Field Service

At a glance, Zoho FSM and Microsoft Dynamics 365 Field Service appear to have a lot in common. Both are popular, cloud-based platforms, designed to simplify and streamline field service management. The two apps unify scheduling, dispatching, inventory management, and more in one place — giving providers greater visibility and control over core operations. Dig…
VELOSIO achieves the 2023-2024 Microsoft Business Applications Inner Circle award

Learn More About Velosio Achieves the 2023-2024 Microsoft Business Applications Inner Circle Award

For the 28th year in a row, Velosio is honored by Microsoft for achieving outstanding achievement and innovation.   COLUMBUS, OH — August 21, 2023  — Velosio, the premier cloud applications partner for midmarket companies, has achieved the prestigious 2023-2024 Microsoft Business Applications Inner Circle award for the 28th year. Membership in this elite group is based…